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Close integration

Close is a customer relationship management software used for handling calls, emails, and closing deals. Integrating Close with LiveAgent streamlines your customer management, provides real-time notifications, and allows you to take various actions from one unified interface, enhancing efficiency for startups and small to medium-sized businesses.

What is Close?

Close is a CRM software that allows your team to create smooth sales automation. It’s designed to help businesses manage customer relationships effectively, track communications, and streamline the sales process. With Close, you can handle calls, emails, and deals all in one place, making it easier to stay organized and responsive to customer needs.

How can you use it?

Close integration with LiveAgent lets you follow news and updates within LiveAgent’s dashboard. There are also multiple actions you can take. You can follow information about new customers, calls, contacts, emails, leads, exports, inbox items, and custom activities. You can manually add addresses to leads, create bulk actions or emails, manage subscriptions, and more.

By integrating Close with LiveAgent, you can easily manage your customer information from one interface. In addition, you will receive notifications about any updates or news right inside your LiveAgent Dashboard.

Benefits

  • Save time by keeping track of your customers from LiveAgent
  • Do more from one solution - manage all your customer interactions in a single platform
  • Real-time updates - receive instant notifications about customer activities
  • Streamlined workflow - handle calls, emails, and deals without switching between applications
  • Enhanced sales automation - automate repetitive tasks and focus on closing deals
  • Better customer insights - access comprehensive customer information from both platforms

Frequently asked questions

What is the main benefit of integrating Close with LiveAgent?

Integrating Close with LiveAgent allows you to centralize your customer management, enabling you to handle calls, emails, and deals from a single interface while receiving real-time updates on customer activities.

How does the Close integration work with LiveAgent?

The integration connects your Close CRM to LiveAgent, allowing you to view news and updates directly in your dashboard. You can track customer activities, manage leads, and perform actions like bulk updates without switching platforms.

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